Terri Ann Lindo is a financial advisor with LPL Financial in Durham, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has previously worked at Cetera Advisor Networks, Summit Financial Group, Raymond James Financial, and UBS Financial Services. Outside of her advisory role, she is involved with Melalueca, an online wellness company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Joshua Seligson is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Edward Jones for nine years. Outside of his advisory role, he coaches girls varsity basketball at St. Davids School in Raleigh, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products.

Jeffrey Adams is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Joseph Piescik is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and within law enforcement at The University of Dallas Police Department. His background also includes roles in nonprofit and academic settings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Ryan Polewczak is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, where he has served in various positions including Portfolio Specialist, Workplace Planning & Advice Consultant, Executive Participant Services, Non Qualified Plan Services Lead, Registered Representative, and Customer Service Workplace Specialist. His professional experience spans multiple aspects of financial consulting and planning. Ryan holds insurance licenses in Arkansas and California. His approach to financial planning focuses on understanding clients personally and co-creating customized financial plans that align with their goals throughout different stages of life. Outside of his professional work, Ryan's personal interests include cars, family activities, hiking, horseback riding, and parenthood.

Alexander Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones in Durham, NC. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Hampton Briley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at the State of North Carolina and various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Matthew Fahys is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at Plan2Play and several real estate firms, as well as ownership of NpEntertainment, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, emphasizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies and model portfolios.

Matthew Tapley is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He has ownership in Jager Baden, LLC, a separate venture involving recreational land acquisition. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Jason Rausch is a financial advisor at Osaic with the designations CFP®, CFA®, and Series 63, and has two years of industry experience. He previously worked at Voya Investment Management for sixteen years before joining Osaic. Outside of his advisory role, he prepares federal and state income tax returns seasonally through his sole proprietorship, JR Income Tax Services. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across a range of programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments, efficient frontier analysis, and rebalancing tools.

Tyler Vodicka is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial services career, he worked at Linda's Bar and Grill and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decisions.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Tyler Davis is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after working at CISCO Systems for six years and the Texas Rangers Baseball Organization for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Jessica Villagrana is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, she worked at Apex Systems and Grand Villa Sales & Marketing Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Marva Livingston is a financial advisor with Edward Jones in Morrisville, NC. She holds a Series 66 designation and has three years of experience in banking, previously working at First National Bank of Pennsylvania and PNC Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Divittorio is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Thrivent Advisor Network DBA 49 Financial. Outside of finance, he has experience in the restaurant industry, including positions at Chillfire Bar and Grill, Hibachi Japan, Jersey Mikes, and Chow Pizza & Burger Bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.

Nicholas Bodnar is a CFP® professional with 13 years of experience at Edward Jones, where he has worked since 2013. He holds a Series 66 license and is based in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.